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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,454 | $124,330-64.2% | $109,173-59.3% | $167,536-73.5% |
| Participation rate | 75.0% | 79.5%-4.5pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 21.13% | 26.04%-4.9pp | 25.75%-4.6pp | 478.82%-457.7pp |
| Employer contribution / active EE | $11,933 | $4,209+183.5% | $3,723+220.5% | $4,839+146.6% |
| Participant deferral / active EE | $7,708 | $5,256+46.6% | $4,654+65.6% | $6,342+21.5% |
| Admin fee / account holder | $20 | $7,974-99.7% | $6,755-99.7% | $12,315-99.8% |